# Rogers Jewelry Company 401(k) Plan
Source: https://planprovider.pro/companies/rogers-jewelry-company-401k-plan

> Rogers Jewelry Company's 401(k) plan: 95 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Rogers Jewelry Company

- **Sponsor EIN:** 941110764

- **Sponsor Address:** 1408 10TH ST, MODESTO, CA, 95354

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|95|$11.4M|$0|$0|

| 2024|106|$10.4M|$0|$0|

| 2023|98|$8.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRIEST AMISTADI|Auditor|$8,500|—|$8,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRIEST AMISTADI](https://planprovider.pro/provider/priest-amistadi) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,500

- **Estimated Expense Ratio:** 0.074% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$40,577|$3|$1,400|$8,500|—|

| 2024|$31,580|—|$1,000|$8,000|—|

| 2023|$13,392|$8,000|$5,392|—|—|

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